SOURCE: Javelin Marketing

June 30, 2008 07:02 ET

Javelin Marketing Provides Blog With Advice for Financial Advisors During Bear Markets

WALNUT CREEK, CA--(Marketwire - June 30, 2008) - A previous survey by Javelin Marketing showed that the #1 challenge of advisors is prospecting for new clients. In a bear market and dicey economy, that challenge expands to keeping clients. Investors see that:

1. they are losing money

2. yet they must continue paying their advisors a fee

3. and they pay another fee to the third party manager who is actually managing their accounts

It's no wonder that investor's ask "why am I paying two fees and losing money?" In fact, a recent survey by Spectrem Group summarized that clients who have advisors are turning to outside resources [the Internet] to meet their needs.

Recent postings on the blog include:

Clients Don't Want Wrap Accounts, They Want You

The Science of Appointment Setting

How to Increase the Number of Prospect Inquires

Attract the Right Prospects and Make More Sales

How to Create and Work Your Leads for Super Profits

Postings are added daily and advisors can subscribe to the RSS feed.


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For additional information on solving financial advisor prospecting and client retention problems, contact Javelin Marketing at 866-452-8354 ext 206.

Javelin Marketing ( specializes in rapid business growth systems for financial advisors, insurance agents and financial planners.

Contact Information

  • Javelin Marketing
    866-452-8354 ext 206